WealthRatio

Boards Post

WealthRatio posted to the Jim Royal board. 9:44 AM

Market observations

Worth looking at following data:

SP500 historic P/E: https://www.multpl.com/s-p-500-pe-ratio
It is interesting to note that market has almost always corrected with P/E hits 25. P/E [more]

Boards Post

WealthRatio replied to the Jim Royal board. 8:57 AM

Re: REITS - SKT, IRM, VTR

Good observations, Jim.

Boards Post

WealthRatio replied to the Jim Royal board. 5:11 PM

Re: REITS - SKT, IRM, VTR

I'm using M* premium.

I noticed that most of the munis CEFs trade ~10% NAV discount and these days they are ~5%. Also the discounts cyclically deepen every 2-3 years.

Another things worth noticing is that despite low beta, [more]

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WealthRatio replied to the Jim Royal board. 7:39 AM

Re: REITS - SKT, IRM, VTR

Thx Jim!

Anurag

Boards Post

WealthRatio replied to the Jim Royal board. 4:04 PM

Re: REITS - SKT, IRM, VTR

I don't know how to evaluate preferred and the associated risks

I am open to CEF on munis recommendations!

Anurag

Boards Post

WealthRatio replied to the Jim Royal board. 12:57 AM

Re: REITS - SKT, IRM, VTR

Thanks everyone!

I have had a superb run for the last decade like most folks. I am raising cash in somewhat of a flight to safety. At this point I am looking for capital preserving stocks which 5%+ yield although I won't mind capital [more]